See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $684,232 | $183,519+272.8% | $155,509+340.0% | $145,922+368.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.22% | 61.17%-45.9pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $16,560 | $5,313+211.7% | $4,672+254.4% | $4,660+255.4% |
| Participant deferral / active EE | $21,400 | $6,462+231.1% | $5,626+280.4% | $6,688+220.0% |
| Admin fee / account holder | $887 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |